Salesflare
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Using Salesflare
Salesflare
Can I snooze tasks in bulk?
How do I complete tasks in bulk? Can I bulk delete them?
Where can I find my invoices?
Can I download my invoices as PDFs?
How do I set sales targets?
What are targets used for?
Can I make different types of custom fields?
What kinds of custom fields can I make?
Will I be charged VAT?
How does VAT work?
How is expected revenue calculated?
What does expected revenue mean in my insights dashboard?
My own email opens/link clicks are counted when opening mails on my phone or in my email program: how do I solve it?
How to prevent your own email opens from being tracked 100% 👌
Data Processing Agreement (DPA)
I need a DPA to assure GDPR compliance. Where can I find and/or sign it?
What additional permissions do admins & managers have?
An overview of the built-in rights of admins and managers
How do I keep my Salesflare plugin enabled in Microsoft Outlook?
How do I re-enable a disabled add-in for Outlook 2010, 2013, 2016, 2019 or the latest 365 version?
How do I fix my import file?
What do the error messages in my 'Fix Import' file mean?
How do I add MailChimp subscribers to Salesflare?
Can I add new MailChimp Subscribers to Salesflare?
Can I integrate my accounting software with Salesflare?
Can I get invoices drafted for me automatically?
How do I import my data in Salesflare?
Can I import accounts and contacts at once?
Can I integrate my address book with Salesflare?
How to use Zapier to sync your address book with Salesflare.
Can Slack notify me when I win a deal?
How can I integrate Slack with Salesflare?
Can I send bulk emails through Salesflare?
How can I send mass emails, do mail merges, or send sequences?
Does my address book sync with Salesflare?
How do I get these contacts into Salesflare?
Can won opportunities in Salesflare trigger new projects in Trello?
How do I integrate Trello with Salesflare?
How does Salesflare billing work?
What will I be charged for?
Need a hand?
Just reach out to our support team on the chat, here or inside Salesflare.